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Excel Funding Real Estate Services, Inc. is a leading provider of Real Estate and Financing solutions. With over 20 years of experience, we have helped countless individuals achieve their dream of homeownership. Our comprehensive range of services includes Real Estate purchasing/sales, refinancing, reverse mortgage, hard money lending, private money lending, land/construction financing, luxury/jumbo financing, short sales, foreclosure assistance, and auction services. We pride ourselves on being a one-stop shop for all Real Estate needs.

We are currently seeking a motivated and capable Assistant to the Owner to join our team. This is a unique opportunity to work in a fast-paced environment alongside a seasoned South Bay Real Estate veteran. In light of the essential nature of Real Estate services, we have implemented social distancing measures in our office to ensure a safe working environment.

Work Responsibilities:

  • Input client data accurately and efficiently into the company’s CRM system.
  • Follow up with clients and provide inside agent support to ensure their needs are met, utilizing exceptional written and verbal communication skills.
  • Engage in cold calling activities with a charismatic and positive attitude to connect with potential clients and generate leads.
  • Answer incoming phone calls and provide professional and helpful assistance to clients and colleagues, delivering exceptional customer service.
  • Assist with basic office tasks, such as organizing files, maintaining office supplies, and keeping the workspace tidy.
  • Collaborate with team members to ensure smooth operations and efficient workflow, fostering a positive and supportive work environment.
  • Utilize CRM tools and systems to track and update client interactions, follow-up activities, and communication records.
  • Generate reports and compile data from the CRM system as needed, ensuring accuracy and attention to detail.
  • Maintain confidentiality and handle sensitive client information with utmost care, adhering to data security and privacy guidelines.
  • Provide exceptional customer service by addressing client inquiries, resolving issues, and building strong relationships.
  • Participate in training sessions to enhance written and verbal communication skills, customer service techniques, and product knowledge.
  • Coordinate appointments, meetings, and schedules for the team, demonstrating strong organizational skills and attention to detail.
  • Support the team with general administrative tasks, including document preparation, scanning, and filing.
  • Approach all tasks and interactions with a charismatic and positive attitude, creating a welcoming and engaging experience for clients.
  • Embrace challenges with enthusiasm and actively seek opportunities to exceed customer expectations.
  • Continuously strive to improve communication skills, customer service techniques, and product knowledge to deliver exceptional service.

Professional Experience/Qualifications:

  • Must have exceptional written and verbal communication skills.
  • Must have exceptional customer service skills
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
  • Proficiency in any leading CRM platform (Salesforce, etc) a major plus.
  • Fluent knowledge of social media platforms such as YouTube, Facebook, and Instagram.
  • Working knowledge of Google Drive, Dropbox, and other cloud storage solutions.
  • Familiarity with MLS, Zip Forms, Docusign, Chime CRM, and other industry-related software and websites is highly desirable.
  • Basic photo editing/retouching skills, with proficiency in Photoshop considered a plus.
  • Understanding of reputation management platforms (Yelp, Google, etc.).
  • Knowledge of eMarketing and social media strategies, including YouTube and Craigslist.
  • Experience in calendar management.
  • Database management experience.
  • Creativity, ability to meet tight deadlines, and a team-oriented mindset.
  • Knowledge of maintaining a brand image.
  • Ability to work well under pressure, follow directions, and thrive in a fast-paced environment.
  • Comfortable multitasking and prioritizing multiple projects.
  • Must have reliable transportation.
  • Bachelor’s degree preferred. Real Estate license is a plus but not mandatory.

Compensation will be discussed with qualified applicants and will depend on experience.

Please respond to this ad by submitting your resume and cover letter with two or more references. Do not call. Thank you for your interest!

Job Type: Part-time

Pay: $17.00 – $23.00 per hour


  • 8 hour shift
  • Day shift
  • Monday to Friday

Ability to commute/relocate:

  • Rancho Palos Verdes, CA 90275: Reliably commute or planning to relocate before starting work (Required)


  • Customer service: 1 year (Preferred)

Work Location: In person

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